# Portico

> Portico is a structured client onboarding platform for service businesses. Collect documents, get e-signatures, take payments, and automate reminders — all from one link.

Portico is a structured client onboarding platform for service businesses. It replaces the patchwork of Google Forms, DocuSign, Stripe, and email follow-up with a single onboarding link. Features include conditional intake forms, document collection, built-in e-signatures, inline payment collection, automated reminders, and a persistent client portal. Available in 9 languages across 46 countries. Built for agencies, accounting firms, consultancies, coaches, legal firms, and freelancers.

## Core pages

- [Homepage](https://portico.run): Portico overview, interactive demo, features, compliance trust signals, and pricing
- [Client Onboarding Software](https://portico.run/client-onboarding-software): Features deep-dive, how it works, industry use cases, competitor comparison
- [Features](https://portico.run/features): 15 features across 5 categories — forms, documents, signatures, payments, and automation
- [Pricing](https://portico.run/pricing): Plans from Free ($0) to Business ($149/mo), full feature comparison table, FAQs
- [Templates](https://portico.run/templates): Onboarding template gallery by industry — agency, accounting, legal, coaching, consulting, real estate, nonprofit
- [Integrations](https://portico.run/integrations): Zapier, Make, REST API, webhooks, and connections to QuickBooks, Xero, HubSpot, Slack, Google Sheets, Notion, Pipedrive, Airtable
- [Security](https://portico.run/security): AES-256 encryption, GDPR compliance, tamper-proof audit trail, data retention, infrastructure details
- [Client Portal Software](https://portico.run/client-portal-software): Persistent client portal for documents, messages, and status updates
- [Secure Client Portal](https://portico.run/secure-client-portal): PIN-protected portal access, encryption, and compliance features
- [Case Studies](https://portico.run/case-studies): Client onboarding playbooks and results from service businesses
- [Support & FAQ](https://portico.run/support): Contact and frequently asked questions
- [Privacy Policy](https://portico.run/privacy): Data handling and privacy practices
- [Terms of Use](https://portico.run/terms): Terms of service
- [Editorial Policy](https://portico.run/editorial-policy): Content standards and disclosure policy
- [RSS Feed](https://portico.run/feed.xml): Subscribe to new articles

## Alternatives and comparisons

- [HoneyBook Alternative](https://portico.run/alternative/honeybook): Why teams switch from HoneyBook — feature comparison, pricing breakdown, migration guide
- [Dubsado Alternative](https://portico.run/alternative/dubsado): Why teams switch from Dubsado — feature comparison, setup time comparison, pricing
- [Content Snare Alternative](https://portico.run/alternative/content-snare): Content Snare alternative — document collection comparison, pricing, branding differences
- [Copilot (Assembly) Alternative](https://portico.run/alternative/copilot): Assembly/Copilot alternative — field type comparison, conditional logic, branded emails
- [Clustdoc Alternative](https://portico.run/alternative/clustdoc): Clustdoc alternative — pricing comparison, UX, field types, conditional logic
- [Moxo Alternative](https://portico.run/alternative/moxo): Moxo alternative — SMB-grade usability at a fraction of the enterprise price
- [SuiteDash Alternative](https://portico.run/alternative/suitedash): SuiteDash alternative — modern UI, focused onboarding vs. all-in-one CRM
- [LaunchBay Alternative](https://portico.run/alternative/launchbay): LaunchBay alternative — multilingual support, flat pricing, included e-signatures
- [OnboardMap Alternative](https://portico.run/alternative/onboardmap): OnboardMap alternative — conditional logic, e-signatures, payments, API, and i18n that OnboardMap lacks

## Migration guides

- [Migrate from HoneyBook](https://portico.run/migrate/honeybook): Step-by-step guide to moving onboarding workflows from HoneyBook to Portico
- [Migrate from Dubsado](https://portico.run/migrate/dubsado): Step-by-step guide to moving onboarding workflows from Dubsado to Portico
- [Migrate from Content Snare](https://portico.run/migrate/content-snare): Step-by-step guide to moving document collection from Content Snare to Portico

## Industry pages

- [Client Onboarding Software for Agencies](https://portico.run/for/agencies): Onboard agency clients with one branded link. Intake forms, asset collection, e-signatures, and payments in a single flow. Setup in 10 minutes. Free tier available.
- [Client Onboarding Software for Accountants](https://portico.run/for/accountants): Onboard accounting clients securely. Collect tax documents, engagement letter signatures, and retainer payments in one encrypted flow. GDPR-ready. Free tier available.
- [Client Onboarding Software for Bookkeepers](https://portico.run/for/bookkeepers): Onboard bookkeeping clients with one professional link. Collect credentials, bank statements, engagement letters, and monthly fees in a single flow. Free tier available.
- [Client Intake Software for Law Firms](https://portico.run/for/legal): Simplify legal client intake with secure forms, document collection, engagement letter e-signatures, and retainer payments in one encrypted flow. GDPR-ready. Free tier available.
- [Client Onboarding Software for Consultants](https://portico.run/for/consultants): Onboard consulting clients professionally. Collect project briefs, sign SOWs, take deposits, and share kickoff materials in one branded flow. Free tier available.
- [Client Onboarding Software for Coaches](https://portico.run/for/coaches): Onboard coaching clients professionally. Collect intake questionnaires, sign coaching agreements, take package payments, and share welcome materials in one branded flow. Free tier available.

## Feature pages

- [E-Signatures Built Into Client Onboarding](https://portico.run/features/e-signatures): Collect legally binding e-signatures inline during client onboarding. No app switching, no separate tools. Signed documents stored with tamper-proof audit trails.
- [Conditional Logic for Client Onboarding Forms](https://portico.run/features/conditional-logic): Show different fields based on client answers. Skip entire steps when they do not apply. One template handles every client type without overwhelming anyone.
- [Automated Reminders for Client Onboarding](https://portico.run/features/automated-reminders): Item-specific reminders that name exactly what is missing. Reminders stop automatically when items are completed. No more chasing clients manually.
- [Collect Payments During Client Onboarding](https://portico.run/features/payment-collection): Collect deposits, retainers, and project fees inline during onboarding through Stripe. Direct payout to your account with no platform markup on top of card processing.

## Use cases

- [Collect documents from clients — securely and automatically](https://portico.run/use-cases/document-collection): Stop chasing clients for files over email. Portico lets you request specific documents, set type restrictions, send automated reminders, and store everything encrypted.
- [Client Portal Software for Service Businesses](https://portico.run/use-cases/client-portal): Give clients a branded portal to track onboarding progress, access documents, and see what's needed next. Magic-link access, no passwords, your brand.
- [Client Intake Forms for Service Businesses](https://portico.run/use-cases/client-intake): Build multi-step intake forms with conditional logic, file uploads, e-signatures, and payments. Auto-save, progress tracking, and branded experience included.
- [E-Signatures for Small Business — Built Into Client Onboarding](https://portico.run/use-cases/esignatures): Legally binding e-signatures embedded in your onboarding flow. Clients sign engagement letters, contracts, and agreements as a step in the form — no separate tool needed.

## Templates

- [Agency Client Onboarding](https://portico.run/templates/agency-client-onboarding): Collect brand assets, project briefs, logins, and signed agreements. Built for creative, marketing, and web agencies.
- [Bookkeeper Client Intake](https://portico.run/templates/bookkeeper-client-intake): Gather tax documents, bank access, entity details, and engagement letters. Designed for bookkeepers and accountants.
- [Consulting Engagement Kickoff](https://portico.run/templates/consulting-engagement-kickoff): Scope of work sign-off, stakeholder contacts, NDA collection, and deposit payment in one flow.
- [Freelancer Project Start](https://portico.run/templates/freelancer-project-start): Contract signing, project brief, deposit invoice, and asset collection. One link, no back-and-forth.
- [Accounting Year-End Engagement](https://portico.run/templates/accounting-year-end): Collect financial records, tax documents, and engagement terms for year-end close and tax preparation.
- [Legal Matter Intake](https://portico.run/templates/legal-matter-intake): Conflict check, retainer agreement, document uploads, and client identification. Built for solo and small law firms.
- [Coaching Client Welcome](https://portico.run/templates/coaching-client-welcome): Intake questionnaire, coaching agreement, payment collection, and scheduling link. Ready for life, business, or health coaches.
- [Real Estate Buyer Onboarding](https://portico.run/templates/real-estate-buyer-onboarding): Buyer questionnaire, pre-approval docs, agency agreement, and earnest money collection.
- [Financial Advisor KYC Intake](https://portico.run/templates/financial-advisor-kyc): Know-your-customer identity verification, risk assessment, and advisory agreements for financial advisors and wealth managers.
- [Nonprofit Volunteer Onboarding](https://portico.run/templates/nonprofit-volunteer-onboarding): Volunteer application, background check consent, policy acknowledgments, and orientation scheduling for nonprofits.
- [Client Intake Form](https://portico.run/templates/client-intake-form): A ready-to-use client intake form with contact details, project scope, document uploads, and e-signature. Replace your paper forms and PDFs with a single link.
- [Client Welcome Packet](https://portico.run/templates/client-welcome-packet): A complete welcome packet template with team introductions, process overview, document requests, and e-signature. Send new clients everything they need in one link.
- [IT Services Client Setup](https://portico.run/templates/it-services-client-setup): Network audit form, SLA agreement, credential handoff, and monthly retainer payment in one onboarding flow.

## Documentation

- [Quick Start](https://portico.run/docs/quick-start): Send your first client onboarding in under 10 minutes.
- [How It Works](https://portico.run/docs/how-it-works): The full onboarding lifecycle from template to completion.
- [Template Builder](https://portico.run/docs/template-builder): Field types, conditional logic, and everything you can configure in the template editor.
- [Client Experience](https://portico.run/docs/client-experience): What your clients see when they receive and complete an onboarding.
- [Settings & Integrations](https://portico.run/docs/settings-and-integrations): Connect Stripe, Twilio, and Zapier. Configure branding, team, compliance, and automations.
- [API Reference](https://portico.run/docs/api-reference): REST API endpoints for clients, onboardings, templates, responses, and events.
- [Webhooks](https://portico.run/docs/webhooks): Receive real-time notifications when onboarding events happen.

## Articles

- [Client Onboarding Templates: Copy-Ready by Industry](https://portico.run/blog/post/client-onboarding-template): Copy-ready onboarding templates for agencies, bookkeepers, consultants, and coaches — welcome emails, document request lists, kickoff agendas, and handoff checklists you can use today. [Templates]
- [Client Portal for Accountants: What to Look For](https://portico.run/blog/post/client-portal-for-accountants): A guide to choosing a client portal for accountants — six features that matter, two comparison tables (practice management versus standalone tools), and a worked cost example for a 6-person bookkeeping firm. [Industries]
- [Clustdoc Review: Features, Pricing, and Limitations](https://portico.run/blog/post/clustdoc-review): An honest review of Clustdoc's onboarding features, pricing, and limitations — written by a competing vendor with full disclosure.
- [Content Snare Review: What It Does Well and Where It Falls Short](https://portico.run/blog/post/content-snare-review): An honest review of Content Snare's document collection features, pricing, and limitations — written by a competing vendor with full disclosure.
- [Content Snare vs Clustdoc: which client onboarding tool fits?](https://portico.run/blog/post/content-snare-vs-clustdoc): Content Snare wins on price and setup for document collection. Clustdoc wins on compliance for regulated industries. A head-to-head comparison of features, pricing, and tradeoffs. [Reviews & Comparisons]
- [Client Intake Form: Templates and Examples by Industry](https://portico.run/blog/post/client-intake-form-guide): A client intake form collects contact details, service needs, budget, timeline, and assets from new clients in one submission. Five ready-to-use templates for agencies, bookkeepers, consultants, legal firms, and coaches. [Templates]
- [Client Onboarding Automation: What to Automate and What to Keep Human](https://portico.run/blog/post/client-onboarding-automation): Automate reminders, document requests, payment collection, and status updates. Keep kickoff calls, scope discussions, and exception handling human. Includes a decision matrix and step-by-step workflows for service businesses. [Guides & How-To]
- [The Complete Guide to Client Onboarding](https://portico.run/blog/post/client-onboarding-guide): Client onboarding is the structured process of moving a new client from signed agreement to active engagement. This guide covers all five phases — with specific workflows for agencies, bookkeepers, and consultants. [Guides & How-To]
- [Client Onboarding for Agencies: A Process That Scales](https://portico.run/blog/post/client-onboarding-process-agencies): Agency onboarding follows six steps — internal handoff, welcome email, brand asset collection, kickoff meeting, scope confirmation, and first milestone — completed in 5-10 business days. [Industries]
- [Client Welcome Packet: What to Include and How to Send It](https://portico.run/blog/post/client-welcome-packet): A client welcome packet is a document or digital experience sent to new clients after they sign on. Here's what to include, when to send it, and whether to use a PDF or portal. [Templates]
- [Intake Forms: What They Are and How to Build One](https://portico.run/blog/post/intake-forms-guide): An intake form collects contact details, project scope, budget, and assets from new clients in one submission. Here's the 5-section framework with templates by industry. [Guides & How-To]
- [How to Stop Chasing Clients for Documents and Information](https://portico.run/blog/post/stop-chasing-clients): Clients ignore document requests because the request was unclear, buried, or missing a deadline — not because they're negligent. Five structural changes to how you ask cut follow-up time by 70%. [Guides & How-To]
- [Best Client Portal Software for Service Businesses (2026)](https://portico.run/blog/post/best-client-portal-software): A practical framework for evaluating client portal software — the 6 features that matter, 4 mistakes to avoid, and a 5-step process for testing tools with your real workflow. [Guides & How-To]
- [The Complete Client Onboarding Checklist for Service Businesses (2026)](https://portico.run/blog/post/client-onboarding-checklist): A 7-phase client onboarding checklist with action items for agencies, bookkeepers, consultants, and coaches — from contracts and intake through document collection, payments, and 30-day follow-up. [Guides & How-To]
- [10 Client Onboarding Mistakes That Cost You Time and Money](https://portico.run/blog/post/client-onboarding-mistakes): The 10 most common client onboarding mistakes service businesses make — from drip-feeding document requests to skipping payment collection — with specific fixes for each one. [Guides & How-To]
- [How to Collect Documents From Clients Without the Chaos](https://portico.run/blog/post/collect-documents-from-clients): A structured document request with per-item uploads, tiered deadlines, and automated reminders cuts collection time by 71%. Here's exactly how to set it up. [Guides & How-To]
- [When You Don't Need Client Onboarding Software](https://portico.run/blog/post/when-you-dont-need-onboarding-software): Client onboarding software makes sense above 8-10 clients per month. Below that, a well-structured manual process is cheaper, faster to set up, and usually better for the client relationship. [Guides & How-To]

## About

Portico is a client onboarding platform built specifically for service businesses. It handles the full intake-to-kickoff workflow: collect information, gather documents, get signatures, take payments, and hand off to delivery. Pricing starts at $0/month (free tier) with paid plans from $39/month. All plans include unlimited team members.

Key differentiators:
- Conditional intake forms with show/hide logic and step skipping
- Built-in e-signatures (ESIGN and eIDAS compliant) on all plans
- Inline payment collection via Stripe and Paddle
- Persistent client portal that stays active after onboarding
- 9 languages, 46 countries — no competitor offers multilingual onboarding at this price tier
- REST API + webhooks + Zapier + Make for automations and custom integrations
- Tamper-proof audit trail with hash-chained event logging
- White-label and custom domain support on Business plan
- Unlimited team members on all plans including Free